MUNICIPAL PORTFOLIO MANAGERS, INC.
CRD #120434 SEC #801-61130 ATLANTA, GA 404.239.9940
SEC Registered
Total AUM
$269M
Discretionary
$269M
Employees
4
Clients
0
Accounts
106
Firm Details
- Organization Type
- Corporation
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2018
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Dennis, Katelin, Elizabeth | I | COO | NA | Control |
| HUSTED, PATRICIA | I | VICE PRESIDENT, CO-PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | NA | |
| HUSTED, PATRICIA | I | VICE PRESIDENT, CO-PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | NA | |
| HUSTED, PATRICIA | I | VICE PRESIDENT, CO-PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | NA | |
| HUSTED, PATRICIA | I | VICE PRESIDENT, CO-PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | NA | |
| HUSTED, PATRICIA | I | VICE PRESIDENT, CO-PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | NA | |
| HUSTED, PATRICIA | I | VICE PRESIDENT, CO-PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | NA | |
| HUSTED, PATRICIA | I | VICE PRESIDENT, CO-PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | NA | |
| HUSTED, PATRICIA | I | VICE PRESIDENT, CO-PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | NA | |
| HUSTED, PATRICIA | I | VICE PRESIDENT, CO-PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | NA | |
| HUSTED, PATRICIA | I | VICE PRESIDENT, CO-PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | NA | |
| HUSTED, PATRICIA | I | VICE PRESIDENT, CO-PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | NA | |
| HUSTED, PATRICIA | I | VICE PRESIDENT, CO-PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | NA | |
| NEALON, ROBIN, COLLART | I | CCO | NA | Control |
| NEALON, ROBIN, COLLART | I | CCO | NA | Control |
| NEALON, ROBIN, COLLART | I | CCO | NA | Control |
| NEALON, ROBIN, COLLART | I | CCO | NA | Control |
| ROSENTHAL, CHRIS, DAVID | I | PRESIDENT | NA | Control |
| ROSENTHAL, CHRIS, DAVID | I | PRESIDENT | NA | Control |
| ROSENTHAL, CHRIS, DAVID | I | PRESIDENT | NA | Control |
| ROSENTHAL, CHRIS, DAVID | I | PRESIDENT | NA | Control |
| DUFFY, JOHN, LINUS | I | PRESIDENT, CEO | E | Control |
| DUFFY, JOHN, LINUS | I | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, JOHN, LINUS | I | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, JOHN, LINUS | I | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, JOHN, LINUS | I | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, JOHN, LINUS | I | PRESIDENT, CEO | E | Control |
| DUFFY, JOHN, LINUS | I | PRESIDENT, CEO | E | Control |
| DUFFY, JOHN, LINUS | I | PRESIDENT, CEO | E | Control |
| DUFFY, JOHN, LINUS | I | PRESIDENT, CEO | E | Control |
| DUFFY, JOHN, LINUS | I | PRESIDENT, CEO, CCO | E | Control |
| DUFFY, JOHN, LINUS | I | PRESIDENT, CEO, CCO | E | Control |
| DUFFY, JOHN, LINUS | I | PRESIDENT, CEO | E | Control |
| DUFFY, JOHN, LINUS | I | PRESIDENT, CEO | E | Control |
| DUFFY, JOHN, LINUS | I | PRESIDENT, CEO | E | Control |
| DUFFY, JOHN, LINUS | I | PRESIDENT, CEO | E | Control |
| DUFFY, JOHN, LINUS | I | PRESIDENT, CEO | E | Control |
| DUFFY, JOHN, LINUS | I | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| DUFFY, JOHN, LINUS | I | PRESIDENT, CEO | E | Control |
| DUFFY, JOHN, LINUS | I | PRESIDENT, CEO | E | Control |
| DUFFY, JOHN, LINUS | I | PRESIDENT, CEO | E | Control |
| DUFFY, JOHN, LINUS | I | PRESIDENT, CEO | E | Control |
| DUFFY, JOHN, LINUS | I | PRESIDENT, CEO | E | Control |
| DUFFY, JOHN, LINUS | I | PRESIDENT, CEO, CCO | E | Control |
| DUFFY, JOHN, LINUS | I | PRESIDENT, CEO, CCO | E | Control |
| DUFFY, JOHN, LINUS | I | PRESIDENT, CEO, CCO | E | Control |
| DUFFY, JOHN, LINUS | I | PRESIDENT, CEO, CCO | E | Control |
| DUFFY, JOHN, LINUS | I | PRESIDENT, CEO, CCO | E | Control |
| Duffy, Estate of John, Linus | I | SOLE OWNER | E | Control |
| Duffy, Estate of John, Linus | I | SOLE OWNER | E | Control |
| Duffy, Estate of John, Linus | I | SOLE OWNER | E | Control |
| Duffy, Estate of John, Linus | I | SOLE OWNER | E | Control |
| DUFFY, JOHN, LINUS | I | PRESIDENT, CEO | D | Control |
| DUFFY, JOHN, LINUS | I | PRESIDENT, CEO | D | Control |
| DUFFY, JOHN, LINUS | I | PRESIDENT, CEO | D | Control |
| DUFFY, JOHN, LINUS | I | PRINCIPAL | D | Control |
| DUFFY, JOHN, LINUS | I | PRESIDENT, CEO | D | Control |
| DUFFY, JOHN, LINUS | I | CEO/PRESIDENT | D | Control |
| MORGAN, JONATHAN, ROSS | I | SHAREHOLDER | C | Control |
| MORGAN, JONATHAN, ROSS | I | VICE PRESIDENT, TREASURER | C | Control |
| MORGAN, JONATHAN, ROSS | I | PRINCIPAL | C | Control |
| MORGAN, JONATHAN, ROSS | I | VICE PRESIDENT, TREASURER | C | Control |
| MORGAN, JONATHAN, ROSS | I | PRINCIPAL/VICE PRESIDENT | C | Control |
| ETHRIDGE, NONA, HAMILTON | I | VICE PRESIDENT, CCO | A | |
| ETHRIDGE, NONA, HAMILTON | I | CHIEF COMPLIANCE OFFICER, VP | A | |
| ETHRIDGE, NONA, HAMILTON | I | CHIEF COMPLIANCE OFFICER, VP | A | |
| ETHRIDGE, NONA, HAMILTON | I | VICE PRESIDENT, CCO | A | |
| ETHRIDGE, NONA, HAMILTON | I | VICE PRESIDENT | A | |
| ETHRIDGE, NONA, HAMILTON | I | CHIEF COMPLIANCE OFFICER, VP | A | |
| ETHRIDGE, NONA, HAMILTON | I | VICE PRESIDENT, CCO | A | |
| ETHRIDGE, NONA, HAMILTON | I | CHIEF COMPLIANCE OFFICER, VP | A |
Registrations
Federal
IA
Mar 24, 2018 REGISTERED
Notice Filings (8)
AL FL GA LA MA NY PA TX
Address
3500 LENOX ROAD NESUITE 695
ATLANTA, GA 30326
United States
Phone: 404.239.9940